Privacy Policy

1. Scope

This Privacy Policy applies to the Agency Command HQ public website, account-access processes, and the Agency Command HQ CRM and related services. Agency Command HQ is software for authorized insurance agents and agency teams; this public website is not a consumer insurance marketplace.

2. Information we may collect

Depending on how you interact with the service, we may collect:

• Account information: name, email address, authentication identifiers, account status, and profile information.
• Professional and agency information: agency or organization name, role, team, licensing-related business information, and access-validation information.
• CRM content: records, notes, communications, documents, tasks, lead/client information, producer information, and other business data entered or connected by authorized users.
• Contact information: email addresses and mobile numbers provided for support, account setup, or messaging.
• Technical information: IP address, browser/device information, security events, session information, logs, and usage diagnostics.
• Integration information: data received from services that an authorized agency chooses to connect to Agency Command HQ.

3. How we use information

• Authenticate users and control access to agency data.
• Operate, secure, maintain, and support the CRM.
• Provide requested workflows, records, communications, and integrations.
• Respond to support, access, privacy, and security requests.
• Send account, service, security, operational, or other messages for which the recipient has provided appropriate consent.
• Detect abuse, investigate incidents, and preserve audit/provenance information.
• Improve reliability, usability, and product performance.

4. SMS and mobile information

If you opt in to receive SMS messages from Agency Command HQ, message frequency varies based on the program and the activity you requested. Message and data rates may apply. Reply STOP at any time to unsubscribe and HELP for help.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be sold, rented, transferred, or shared with third parties for their own marketing. Information may be provided to vendors or subcontractors solely to support delivery, security, customer service, or other services performed on our behalf.

See the SMS Terms and Messaging Consent page for additional information.

5. How information may be shared

We may disclose information in the following limited circumstances:

• Service providers: hosting, authentication, communications, security, support, analytics, or integration providers working on our behalf and subject to appropriate restrictions.
• At an agency's direction: when an authorized agency user directs the service to send, export, integrate, or otherwise process information.
• Legal and safety requirements: when reasonably necessary to comply with law, legal process, protect rights or safety, investigate fraud, or secure the service.
• Business transactions: in connection with a merger, acquisition, financing, reorganization, or sale, subject to applicable privacy obligations.

The mobile-information restrictions in Section 4 continue to apply to marketing/promotional sharing.

6. Data isolation and security

Agency Command HQ is designed to separate agency data through authenticated membership, role-based permissions, tenant ownership, and database-level access controls. We also use administrative, technical, and organizational safeguards intended to reduce unauthorized access, disclosure, alteration, or loss. No system can guarantee absolute security.

7. Data retention

We retain information for as long as reasonably necessary to provide the service, comply with contractual or legal obligations, resolve disputes, maintain business and audit records, and protect the service. Retention may vary by record type and by the instructions or obligations of the agency that controls the underlying business record.

8. Cookies and similar technologies

The public website and authenticated service may use cookies or similar technologies for authentication, security, preferences, and basic service operation. We may also use limited analytics to understand performance and usage.

9. Your choices and requests

You may contact us to ask about access, correction, deletion, or other privacy choices that may apply to your information. Some CRM information is controlled by the agency that collected it; in those cases, we may direct the request to that agency or process the request on its instructions.

10. Children

Agency Command HQ is intended for business use by adults and is not directed to children under 13. The public website is not designed to knowingly collect personal information directly from children.

11. Changes to this policy

We may update this Privacy Policy as the service, legal requirements, or data practices change. The effective date at the top of this page identifies the current version.

12. Contact

For privacy questions or requests, contact support@agencycommandhq.com. Before production launch, Agency Command HQ may also publish a business mailing address and registered support phone number on the Contact page.